Rebalance the Smart Way
January 12, 2011
Does Rebalancing Impact Returns?
January 7, 2011
New Year: Should You Rebalance Your Portfolio?
The question of when, why and how you should rebalance your portfolio gets attention from the media on a cyclical basis, and despite all of the column-inches devoted to the subject and nudges from fund companies, the conclusions are often the same--sell your …Read More keyboard_arrow_rightVanguard Gives Fund a Makeover
December 22, 2010
Converting a Winner
Vanguard Gives Convertible Securities Flexibility
On December 20, Vanguard announced that it was sprucing up its Convertible Securities fund for the New Year, increasing its ability to forage overseas and adding a duo of co-managers to the fund to help oversee the fund’s new foreign holdings. In …Read More keyboard_arrow_right7 Steps to Winterize Your Portfolio
December 10, 2010
Is Your Portfolio Ready for the New Year?
Holiday season is in full swing, winter is settling in, and thoughts are turning to the year ahead. But as you make your resolutions for the new year, use the time remaining this year to save yourself some money and set yourself …Read More keyboard_arrow_rightDon’t Miss Your Distribution Dates
November 24, 2010
‘Tis The Season For Distributions
As the holiday season gets into full swing with Thanksgiving this week, investors have a second holiday calendar to follow, marking off the days their funds are scheduled to make year-end distributions. This year does not seem like it will be inducing too many capital …Read More keyboard_arrow_right
New International REIT Fund for Vanguard
November 12, 2010
Vanguard Ventures Abroad
On November 1st, Vanguard opened its Global ex-U.S. REIT Index fund and ETF, which invest in REITs (real estate investment trusts) and REOCs (real estate operating companies) in developed and emerging markets countries around the globe (as the name would suggest, it excludes domestic REITs and REOCs). …Read More keyboard_arrow_rightAre Your Investments Standing Still?
October 29, 2010
Does the Benchmark Make a Difference?
In our September 15 Adviser Fund Update, we covered Vanguard’s launch of a slew of ETFs tracking a bevy of S&P and Russell indexes and sub-indexes. Since then, we’ve taken a look at the various indexes side-by-side to see what, if any, differences could …Read More keyboard_arrow_rightVanguard Lowers Minimums for Admiral Shares
October 15, 2010
Vanguard Lowers the Bar on Admirals
On October 6, Vanguard launched yet another offensive in the continuing battle over operating expenses and fund minimums, significantly reducing the entry price for a majority of its funds’ lower-cost Admiral share class. Vanguard has slashed the minimums on most of its Admiral shares …Read More keyboard_arrow_rightVanguard Goes International
October 1, 2010
Vanguard’s International Makeover
Investors should put more of their money overseas! At least, that’s the message Vanguard was conveying this past week as they made significant changes to a number of funds. First up, a change in benchmarks and the addition of an ETF share class for Total International …Read More keyboard_arrow_rightVanguard Wages ETF War
September 17, 2010
Vanguard’s ETF Blitz
On September 9, Vanguard launched nine new ETFs tracking S&P market indexes. Eight of the nine were launched concurrently with institutional class shares, while the ninth, the S&P 500 ETF, realizes Vanguard’s long-held desire to introduce an ETF class of its flagship 500 Index fund. They …Read More keyboard_arrow_rightSeptember Begins with an Uptick
September 3, 2010
Market Roundup
After a rough month in the markets, September kicked off with the ISM Manufacturing survey, which surprised economists with a gain in August after three months of declines. The stock market lit up on the news, with the Dow gaining almost 255 points, or 2.5%, on the day …Read More keyboard_arrow_rightManager Changes at Vanguard, AXA Out
August 20, 2010
